McFinance Newsletter

Latest News - Acceleration of BRICS De-dollarization Drew McFinance May 31, 2025 In partnership with Hello McFinancers! Here’s your weekly round-up of what’s been happening in the world of money, markets, and macro trends: Topics BRICS Accelerates De-Dollarization Russia is intensifying efforts to reduce reliance on the U.S. dollar by working closely with the BRICS New Development Bank (NDB) to promote financing in local currencies. Deputy Foreign Minister Sergey Ryabkov emphasized that Russia and its BRICS partners are aligned in their efforts to promote a more balanced, multipolar financial system, citing the detrimental effects of Western sanctions on global economic stability. Under the leadership of Dilma Rousseff, the NDB is advancing initiatives to expand non-dollar financing despite operational challenges inside Russia due to international restrictions. A broader shift away from the U.S. dollar in international finance could impact currency markets, commodity pricing, and...

25 May Market Analysis Drew McFinance May 25, 2025

Latest News - US Credit Rating Gets Downgraded Drew McFinance May 24, 2025 Hello McFinancers! Here’s your weekly round-up of what’s been happening in the world of money, markets, and macro trends: Topics Downgrade Of U.S. Credit Moody's Ratings has downgraded the U.S. credit rating from Aaa to Aa1, citing a long-term rise in government debt and interest payments that outpace similarly rated nations. The agency criticized persistent fiscal deficits, growing entitlement costs, and political gridlock as key drivers of the downgrade. Although Moody's maintained a "stable" outlook, it warned that federal deficits could reach 9% of GDP by 2035. The downgrade follows similar moves by S&P in 2011 and Fitch in 2023, making Moody's the last of the major rating agencies to cut the U.S. from its top-tier status. A downgrade in U.S. creditworthiness has lead to higher Treasury yields and increased volatility in bond markets. Investors with exposure to government debt ...

18 May Market Analysis Drew McFinance May 18, 2025

Latest News - 90-Day Pause On Tariffs Drew McFinance May 17, 2025 Hello McFinancers! Here’s your weekly round-up of what’s been happening in the world of money, markets, and macro trends: Topics Trump Tariffs Signal Trade Shift President Trump announced that the U.S. will soon assign specific tariff rates to its trading partners, citing limited capacity to negotiate all deals simultaneously. This comes amid a 90-day U.S.-China tariff truce, growing uncertainty over long-term trade policy, and mounting pressure on multinational firms. The administration plans to notify countries of the new rates via official letters, marking a shift toward unilateral trade policy. Corporations like Walmart are already warning of price hikes, and companies such as Apple and Nvidia are facing strategic pressure as global trade tensions escalate. Investors should be cautious with sectors heavily reliant on global supply chains—particularly retail, consumer goods, and tech hardware—as persistent or ris...